Stock Portfolio Management Software

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25 products found

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iBalance

iBalance

by softTarget

(4 reviews)

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

ATWeb

ATWeb

by Archway

(0 reviews)

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

StockMarketEye

StockMarketEye

by TransparenTech

(55 reviews)

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Ledgex

Ledgex

by Ledgex

(1 review)

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

Perfona

Perfona

by OpEff Technologies

(0 reviews)

Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.

Cloud based portfolio management system for hedge funds, RIAs, asset managers, and private equity firms.

ReconAdvantage

ReconAdvantage

by PortfolioShop

(4 reviews)

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

FinFolio

FinFolio

by FinFolio

(6 reviews)

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

CubitBlack

CubitBlack

by Synertree CMS

(2 reviews)

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental

Asset Manager

Asset Manager

by SimCorp

(1 review)

Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.

Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.

VectorVest

VectorVest

by VectorVest

(0 reviews)

Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely.

Tracks a variety of stocks and uses graphing, portfolio management, backtesting, and more to help you act wisely.

Investment Account Manager

Investment Account Manager

by QUANT IX SOFTWARE

(0 reviews)

Desktop based investment software for portfolio management.

Desktop based investment software for portfolio management.

Fund Manager

Fund Manager

by Beiley Software

(0 reviews)

Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.

Portfolio management tool for individual investors, advisers, and professional traders. Functionality includes broker fee calculation.

Stock Portfolio Organizer

Stock Portfolio Organizer

by Stock Portfolio Organizer

(0 reviews)

Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments.

Stock portfolio management system for investors and traders who use it to avoid losses and analyze gains of their investments.

StockwarePro

StockwarePro

by StockwarePro

(0 reviews)

Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.

Technical analysis tool with stock simulators and unique momentum indicator for identifying best trade entry and exit points.

EquityStat

EquityStat

by EquityStat

(0 reviews)

Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting.

Web-based portfolio management software that provides an overview of all types of investments and automates tax reporting.

Portfolio Trader

Portfolio Trader

by Purescope

(0 reviews)

Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

Multi-portfolio stock tracking solution for traders and investors. Accessible from iPhone and iPad.

MyStockPortfolio

MyStockPortfolio

by ICLUB Central

(0 reviews)

Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.

Portfolio management tool for investors focused on long term holdings who are looking for detailed recordkeeping and analytics.

Write-Up

Write-Up

by TJPS Software

(0 reviews)

Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.

Transactions recording and stock accounting solution that simplifies tax reporting for Canadian holding companies, estates, and trusts.

Comarch Wealth Management

Comarch Wealth Management

by Comarch

(0 reviews)

Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.

Financial advice automation and client communication solution that helps wealth managers stay in touch with their clients.

Tamarac

Tamarac

by Tamarac

(0 reviews)

Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.

Modular solution for investment advisers. Reporting, trading, and CRM components can be purchased together or separately.

NetWorth Advising Platform

NetWorth Advising Platform

by NetWorth Services

(0 reviews)

Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.

StockMaster

StockMaster

by Supertech

(0 reviews)

Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors.

Portfolio management tool with ad-hoc queries for stock performance modeling and historical reporting for investors.

MProfit Advisor

MProfit Advisor

by MProfit Software

(0 reviews)

Portfolio management and accounting software with AUM reporting for independent financial advisers.

Portfolio management and accounting software with AUM reporting for independent financial advisers.

tick Trading Software

tick Trading Software

by tick Trading Software

(0 reviews)

tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.

tick Trading Software is a stock exchange management software that supports optimization of your stock investment choices.

Derivatas Platform

Derivatas Platform

by Derivatas

(0 reviews)

Self valuations and portfolio analysis for venture capital and PE funds.

Self valuations and portfolio analysis for venture capital and PE funds.